When it comes to sending manual SMS within Microsoft Dynamics we would strongly recommend using our Synchronisation service and Chrome extension. The reason for this is that it allows you to have a natural and quick SMS conversation with your contacts. Exactly how you would do on a mobile phone. If the use of this service isn’t an option to your organisation then you can still send SMS manually through the CRM interface.
This guide will take you through setting up the components required for sending SMS directly through Dynamics.
Please note in this guide we have assumed you have gone through the Getting Started Guide to get TxtSync installed and configured. 👍